EQUITY•SECTORAL / THEMATIC
TATA India Consumer Fund
3 Year return
17.06%
NAV on August 17, 2026
56.6863
1D Returns
-0.05%
Launched on December 2015(11 years)
Investment Details
₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
31.25%₹1,125
Total Value ₹4,725
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹2,814.95 Cr.
Expense Ratio
0.93% (inclusive of GST)
Exit Load
0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment.
Ratings
0
Ratings by other agencies
Value Research
2
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Tata Mutual Fund Manager
AB
Aditya Bagul
Fund Manager since Oct 2023
SU
Sonam Udasi
Fund Manager since Apr 2016
Fund House Details
Tata Mutual Fund
Asset management company
AUM
₹2,31,388.31 Cr.
No. of Schemes
184
Setup Date
March 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund | 24.5199% | 0 |
| SBI PSU Fund | 24.9435% | 0 |
| LIC MF Infrastructure Fund | 26.9607% | 0 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Payout of IDCW Payout9.3754%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment9.3754%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Payout of IDCW Payout5.2731%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment5.2731%
Tata India Consumer Fund Direct Plan Growth is an open-ended equity scheme that invests in the consumer staples and services sectors. This thematic consumption scheme falls under the Tata Mutual Fund House. Nifty India Consumption TRI is the benchmark set for this scheme. This scheme is open-ended and is open for repurchase and resale of units with applicable loads (if any). The fund has an expense ratio that is lower than the category average.
Investment Objective of The Scheme
The investment philosophy of the scheme is navigating between the extremes of growth and deep value, via the combination of both - growth at a reasonable price. By making investments of at least 80% of its net assets in stock and equity-related instruments of companies in India's consumption-oriented industries, the scheme's investment goal is to pursue long-term capital appreciation.
Key Features of The Fund
5-year return
16.1609%
Expense Ratio
0.93%
Fund Manager
Aditya Bagul
Fund Size
₹2814.95 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
If you are an investor seeking long-term capital growth, the Tata India Consumer Fund Direct Plan could be a good option for you. The fund may be suitable for investors wishing to take advantage of possible prospects for capital appreciation from Indian economic growth because consumption-oriented industries are major benefactors of a developing economy. Because it is a consumption-focused fund, the success of the sector has a direct influence on the fund, making it suitable for investors with a greater risk profile wishing to participate in a sector-oriented scheme. However, you need to look closely at your financial plans and risk tolerance before making an investment.
AMC Contact Details
| Name | Tata Mutual Fund |
| Launch Date | March 1994 |
| Address | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
| Contact | (022) 6282 7777 |
| service@tataamc.com | |
| Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Your Guide Map for Investing
Investing without setting a financial goal takes out the aspect of clarity for an investor. Once a goal is set such as purchasing that dream car, you need to determine the optimum SIP amount vis a vis to the number of years of investing. Angel One's SIP calculator can serve as a map to guide you to take the smoothest road to your goals by finding the optimum balance between the variables affecting the SIP.
FAQs
What is today's NAV of TATA India Consumer Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA India Consumer Fund on August 17, 2026, is ₹56.6863
What is the AUM of TATA India Consumer Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA India Consumer Fund, is ₹2814.95 crore.
What is the expense ratio of TATA India Consumer Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA India Consumer Fund is 0.93%
What are the returns of TATA India Consumer Fund since inception?
The TATA India Consumer Fund was launched on December 04, 2015. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in TATA India Consumer Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA India Consumer Fund is ₹100.
How do I invest in TATA India Consumer Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA India Consumer Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA India Consumer Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA India Consumer Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,725 in 3Y at 17.0588% returns
SIP Date1st of every month
Your next SIP Payment will be on 17 September 2026
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